Baker Tilly

Manager - Transaction Advisory Services (Health Care)

Baker Tilly • $126K — $182K *
Healthcare
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years' experience in a large accounting firm, focusing on audit, financial advisory, or transaction services
  • Preferred: 1+ years of Transaction Advisory or Financial Due Diligence experience
  • Preferred: experience in the health care industry
  • Relevant bachelor's degree in accounting, finance, or related field
  • CPA certification is a plus but not mandatory
  • Strong organizational skills and ability to manage multiple priorities effectively
  • Proficient in financial modeling and data analysis, particularly using Excel

Responsibilities

  • Gather data and review documents for quality of earnings reports
  • Conduct research and financial analysis on target companies, mainly in health care
  • Perform due diligence for buy-side and sell-side transactions
  • Communicate with clients to deliver outstanding client service
  • Engage in marketing and recruiting activities for the firm
  • Pursue career development opportunities and advancement within the advisory group
  • Network to build strong relationships with clients and the community

Benefits

  • Flexible work arrangements and autonomy in managing your schedule
  • Structured professional development programs, including My Time Off and My Development
  • Opportunities to contribute to team and associate growth through mentorship
  • Focus on building meaningful relationships with clients and colleagues
  • Working in a supportive environment that prioritizes employee well-being and career progression
Full Job Description
Job Description:

Job Description:

We are currently searching for a Manager to join our Health Care Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide buy-side and sell-side financial due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You will enjoy this role if:
  • You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
  • You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
  • You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries
  • You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
  • You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow


What You Will Do:
  • Data gathering, document review and preparation of quality of earnings reports.
  • Research and financial analysis of target companies primarily in the health care space.
  • Due diligence for both buy side and sell side transactions.
  • Communication with clients to ensure delivery of exceptional client service.
  • Participate in various marketing and recruiting activities of the firm.
  • Opportunities for career development and to advance within the transaction advisory services group.
  • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
  • Invest in your professional development individually and through participation in firm wide learning and development programs
  • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals


Successful candidates will have:
  • 5+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
  • At least one year of Transaction Advisory or Financial Due Diligence experience preferred
  • Health care industry experience preferred
  • Relevant bachelor's degree in accounting, finance or related
  • Certified public accountant (CPA) preferred, not required
  • High motivation, initiative and positive attitude
  • Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
  • Intermediate modeling and excel skills, experience conducting complex quantitative
    and qualitative financial analysis and ability to generate data-driven insights
  • Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
    environment with shifting priorities
  • Excellent verbal and written communication, experience presenting analyses to
    management and ability to lead and drive initiatives
  • Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
  • Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings


The pay rate range for this job position is $126,000-$182,000. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees/certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package.

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